M Financial Group

"Our clients - wealthy individuals and corporate executives - live longer, buy larger policies and keep them longer, so they deserve a
better deal."

— A Founding Partner of
  M Financial Group





M Financial Group is one of the nation's leading financial services design and distribution companies serving the needs of affluent individuals, corporate executives, entrepreneurs, and Fortune 1000 companies through a network of more than 135 independent Member Firms. M Financial was founded in 1978 on the principal that "off the shelf" products often do not meet the needs of the ultra-affluent and corporate markets. For more than 30 years, M Financial has worked closely with the nation's most prestigious insurance carriers and investment firms to pioneer the industry's most innovative solutions.

As an M Member Firm, we have access to a portfolio of proprietary products designed and priced specifically for the affluent and corporate clients using M Financial's superior mortality, persistency, policy size, and expense experience.

 


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